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The Planning page provides two ways to organize treatment plan. The Plans button allows you to place transactions on plan A, B, C, or D or multiple plans. The Visits button allows you to create up to three appointments and attach treatment plan transactions to them.

The Chart Notes page shows all completed treatments, treatment plan, prescriptions, and chart notes in the patient ledger. Notes on transactions are expanded so everything can be read by just scrolling up and down through the list. You can select a single tooth or a group of teeth to only show part of the notes in the patient chart.